Million Dollar Round Table 401(K) Thrift Plan — Form 5500 plan (Million Dollar Round Table)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Million Dollar Round Table 401(K) Thrift Plan is a benefit plan reported by Million Dollar Round Table under EIN 36-2138427 and plan number 002. The latest loaded filing year is 2023. The filing reports 156 participants and $19,502,036 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Million Dollar Round Table
- EIN
- 36-2138427
- Plan number
- 002
- Plan type
- 2
- Location
- Park Ridge, IL
- Latest filing year
- 2023
- Participants
- 156
- End-of-year plan assets
- $19,502,036
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 156 | H, C | 20241015123026NAL0056136994001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,502,036
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,502,036
- Net assets (BOY)
- $17,139,558
Income & contributions
- Employer contributions
- $284,423
- Participant contributions
- $1,023,438
- Total contributions
- $1,398,564
- Total income / additions
- $3,870,658
Expenses & distributions
- Benefits paid
- $1,443,819
- Administrative expenses
- $64,277
- Total expenses
- $1,508,180
- Net increase / (decrease)
- $2,362,478
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $37,744 | $0 | 2023 |
| Principal Securities Inc | INVESTMENT ADVISOR | $25,056 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,156 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Million Dollar Round Table
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Park Ridge, IL
- Empower Annuity Insurance Company O — Schedule C compensation
- Principal Securities Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation